On Yahoo Finance's "Good Buy or Goodbye" segment, Tema ETF Founder Maurits Pot evaluates stock picks within the infrastructure and construction services sector. He spotlights Spanish construction giant Ferrovial (FER.MC) as a buy, while urging caution on contractor Mastec (MTZ).
Bullish drivers behind Ferrovial include its upcoming NASDAQ listing to boost visibility, expectations for substantial cash flow growth from assets, and appetite for additional infrastructure project investment globally. However, Pot warns an election year could put pressure on government construction budgets.
By comparison, Pot labels Mastec a “challenged story”, citing a heavily-leveraged balance sheet, inconsistent capital stewardship, and suddenly deteriorating cash flows leaving little margin for upside on the stock.
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